See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $12,226 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,188 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE, INC, Service code 11 127 NORTH WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Actuarial | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,002 | $80,731-61.6% | $103,374-70.0% | $74,546-58.4% |
| Participation rate | 33.3% | 65.7%-32.3pp | 74.5%-41.2pp | 67.2%-33.9pp |
| Annual return | 14.36% | 27.56%-13.2pp | 24.89%-10.5pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $700 | $3,158-77.8% | $3,869-81.9% | $2,624-73.3% |
| Participant deferral / active EE | $2,391 | $3,860-38.1% | $5,058-52.7% | $4,347-45.0% |
| Admin fee / account holder | $28 | $2,369-98.8% | $8,394-99.7% | $1,944-98.6% |